PDT Partners’s Arlo Technologies ARLO Stock Holding History

PDT Partners’s Portfolio ARLO Stock Details ARLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$610K	Sell	42,895 -32,989	-43%	-$441K	0.04%	399
2025 Q4	$1.06M	Hold	75,884	–	–	0.07%	344
2025 Q3	$1.29M	Sell	75,884 -27,138	-26%	-$461K	0.08%	321
2025 Q2	$1.75M	Buy	103,022 +37,034	+56%	+$473K	0.1%	329
2025 Q1	$651K	Buy	+65,988	New	+$753K	0.05%	478
2022 Q4	–	Sell	-61,705	Closed	-$286K	–	632
2022 Q3	$286K	Sell	61,705 -45,788	-43%	-$287K	0.04%	607
2022 Q2	$674K	Sell	107,493 -36,235	-25%	-$265K	0.06%	517
2022 Q1	$1.27M	Buy	143,728 +19,228	+15%	+$177K	0.11%	297
2021 Q4	$1.31M	Sell	124,500 -8,000	-6%	-$62.4K	0.1%	305
2021 Q3	$849K	Sell	132,500 -55,775	-30%	-$347K	0.06%	375
2021 Q2	$1.27M	Buy	188,275 +153,138	+436%	+$998K	0.08%	331
2021 Q1	$221K	Buy	35,137 +7,711	+28%	+$60.4K	0.02%	684
2020 Q4	$214K	Buy	+27,426	New	+$167K	0.01%	604

Other funds holding ARLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PDT Partners's ARLO Position: Q1 2026 in Review

PDT Partners reduced its Arlo Technologies (ARLO) stake by 43% in Q1 2026, selling an estimated $441K and leaving 42,895 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #399.

PDT Partners first reported a position in ARLO in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.75M in Q2 2025. 276 funds tracked by Wall St. Rank hold ARLO as of Q1 2026.

PDT Partners held 42,895 shares of Arlo Technologies worth $610K as of Q1 2026.
PDT Partners sold 32,989 Arlo Technologies shares in Q1 2026, an estimated $441K.
Arlo Technologies made up 0.04% of PDT Partners's portfolio in Q1 2026, its #399 holding.
PDT Partners first reported a position in Arlo Technologies in Q4 2020 and has held it in 13 quarters since.
PDT Partners's Arlo Technologies position peaked at $1.75M in Q2 2025.
276 funds tracked by Wall St. Rank held Arlo Technologies as of Q1 2026.

Based on PDT Partners's 13F filing for Q1 2026, filed 15 May 2026.